+63.9%
UTZ price history and return analytics
+157.0%
-93.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -0.2% | -2.3% | +2.1% | +0.6% |
| 30D | -0.3% | -5.0% | +4.6% | +1.6% |
| 3M | +1.0% | -4.9% | +5.9% | +2.9% |
| 6M | +73.9% | -1.5% | +75.4% | +74.6% |
| YTD | +40.2% | +8.5% | +31.7% | +35.9% |
| 1Y | +43.0% | +11.4% | +31.6% | +37.2% |
| 3Y | +23.9% | +70.1% | -46.2% | +1.0% |
| 5Y | -0.8% | +53.7% | -54.5% | -18.0% |
| All | +63.9% | +157.0% | -93.1% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling